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Getting Started

Our Mission: Harmonizing dreams and means to liberate lives… without conflicts or compromise.

What to expect during your initial your “Get Acquainted” conversation:

Before your meeting

You will receive a short survey to complete on your computer or mobile device (5-10 minutes).

This survey will help us understand your questions and the issues you would like to explore in your meeting.

Your survey will also ask for information that can help our team identify how we can help you such as your asset values, # of investment accounts, loan balances and income information.

During your meeting

About You

Discuss your completed survey which will focus on your most pressing questions and issues that you would like to explore.

Begin exploring, and hopefully uncover new opportunities to increase your Return on Life (ROL) along with your Return on Investment (ROI). Return on Life (ROL) is about living the best life possible with the

time and money that you have.

Working Together

Here we will share a summary of our findings and recommendations for improving your Return on Life along with your Return on Investment.

This will include creating a timeframe to develop and implement your financial life plan.

Additional info

Contact info

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All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Investment advisory services offered through One Life Financial Group, Inc.
6922 125th Street North White Bear Lake, Minnesota 55110 United States
We are registered to offer advisory services in the following state(s): IA, MN, WI, TX
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services or insurance products to any residents of any State other than the States in which we are properly registered/licensed or where otherwise legally permitted.